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AEPWM

Atlantic Edge Private Wealth Management Portfolio holdings

AUM $406M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1 +$4.88M
2 +$4.03M
3 +$1.44M
4
DRI icon
Darden Restaurants
DRI
+$1.2M
5
CSCO icon
Cisco
CSCO
+$1.11M

Top Sells

1 +$4.98M
2 +$2.63M
3 +$940K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$887K
5
ADBE icon
Adobe
ADBE
+$781K

Sector Composition

1 Technology 14.64%
2 Industrials 5.87%
3 Healthcare 4.87%
4 Financials 4.66%
5 Communication Services 3.75%